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Livermore
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Aegon Ltd.

AEG
Exchange
NYSE
Industry
Life Insurance
SEC CIK
0000769218

No open-market purchases or sales by Aegon Ltd. insiders were filed in the last 90 days; 310 institutions reported holding it in 13F filings for Q2 2026, worth $1.03B in total; no superinvestor holds it.

Other share classesAEFCAEGOF

13F holders, Q2 2023

Institutional positions in Aegon Ltd. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
206
−23 vs. Q1 2023
Shares held
191.7M
−4.43M (−2.3%) vs. Q1 2023
Total value
$970.7M
+$127.4M (+15.1%) vs. Q1 2023
New holders
20
71 more added
Sold out
43
65 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AEG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 206 institutions
Q1 2021: 179 institutionsQ2 2021: 189 institutionsQ3 2021: 186 institutionsQ4 2021: 195 institutionsQ1 2022: 206 institutionsQ2 2022: 216 institutionsQ3 2022: 215 institutionsQ4 2022: 228 institutionsQ1 2023: 229 institutionsQ2 2023: 206 institutionsQ3 2023: 181 institutionsQ4 2023: 215 institutionsQ1 2024: 220 institutionsQ2 2024: 235 institutionsQ3 2024: 237 institutionsQ4 2024: 254 institutionsQ1 2025: 256 institutionsQ2 2025: 267 institutionsQ3 2025: 281 institutionsQ4 2025: 300 institutionsQ1 2026: 291 institutionsQ2 2026: 310 institutions
Value heldQ2 2023: $970.7M
Q1 2021: $767.0MQ2 2021: $641.5MQ3 2021: $809.5MQ4 2021: $814.4MQ1 2022: $1.07BQ2 2022: $884.7MQ3 2022: $792.7MQ4 2022: $998.4MQ1 2023: $843.3MQ2 2023: $970.7MQ3 2023: $881.4MQ4 2023: $1.05BQ1 2024: $1.06BQ2 2024: $1.07BQ3 2024: $1.13BQ4 2024: $1.06BQ1 2025: $1.26BQ2 2025: $1.44BQ3 2025: $1.50BQ4 2025: $1.24BQ1 2026: $940.2MQ2 2026: $1.03B
Institutions holding AEG and their total value by quarter
QuarterHoldersValue
Q2 2026310$1.03B
Q1 2026291$940.2M
Q4 2025300$1.24B
Q3 2025281$1.50B
Q2 2025267$1.44B
Q1 2025256$1.26B
Q4 2024254$1.06B
Q3 2024237$1.13B
Q2 2024235$1.07B
Q1 2024220$1.06B
Q4 2023215$1.05B
Q3 2023181$881.4M
Q2 2023206$970.7M
Q1 2023229$843.3M
Q4 2022228$998.4M
Q3 2022215$792.7M
Q2 2022216$884.7M
Q1 2022206$1.07B
Q4 2021195$814.4M
Q3 2021186$809.5M
Q2 2021189$641.5M
Q1 2021179$767.0M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2023.

Institutions holding AEG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Engineers Gate Manager LP22,067$111.9K0.00%−3,104−12.3%Reduced
Sage Rhino Capital LLC22,067$111.9K0.03%+1,565+7.6%Added
Janney Montgomery Scott LLC22,170$112.0K0.00%+22,170New
Principal Street Partners, LLC22,302$113.1K0.03%+480+2.2%Added
CAPROCK Group, Inc.22,730$115.2K0.01%+648+2.9%Added
Glenmede Trust Co NA27,571$118.6K0.00%00.0%Unchanged
JPMorgan Chase & Co23,447$118.9K0.00%+3,146+15.5%Added
Brinker Capital Investments, LLC23,849$120.9K0.00%+1,927+8.8%Added
Orion Portfolio Solutions, LLC23,849$120.9K0.00%+1,927+8.8%Added
HSBC Holdings PLC24,000$121.7K0.00%00.0%Unchanged
Lake Street Advisors Group, LLC25,494$129.0K0.01%+1,799+7.6%Added
Russell Investments Group, Ltd.28,048$142.2K0.00%−261,511−90.3%Reduced
Advisor Group Holdings, Inc.28,084$142.4K0.00%−18,756−40.0%Reduced
Deutsche Bank AG29,001$147.0K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.29,507$149.6K0.00%−324−1.1%Reduced
RBF Capital, LLC30,000$152.1K0.01%00.0%Unchanged
Ellevest, Inc.30,271$153.5K0.01%+4,461+17.3%Added
Two Sigma Securities, LLC30,377$154.0K0.01%−24,296−44.4%Reduced
Susquehanna International Group, LLP32,098$162.7K0.00%+32,098New
Eqis Capital Management, Inc.32,150$163.0K0.02%−2,409−7.0%Reduced
Yousif Capital Management, LLC32,375$164.1K0.00%00.0%Unchanged
Renaissance Technologies LLC33,167$168.0K0.00%−266,429−88.9%Reduced
Oppenheimer Asset Management Inc.33,789$171.3K0.00%−946−2.7%Reduced
Stock Yards Bank & Trust Co36,435$184.7K0.01%−1,098−2.9%Reduced
Ar Asset Management Inc36,691$186.0K0.05%00.0%Unchanged
Quadrant Capital Group LLC37,921$192.3K0.02%+5,323+16.3%Added
Cresset Asset Management, LLC38,045$192.9K0.00%+38,045New
Macquarie Group Ltd38,633$196.0K0.00%−4,596−10.6%Reduced
Franklin Resources Inc39,566$200.6K0.00%+13,024+49.1%Added
Cary Street Partner Investment Advisory LLC39,752$201.5K0.01%00.0%Unchanged
Ballentine Partners, LLC41,276$209.3K0.00%+2,660+6.9%Added
Evergreen Capital Management LLC43,521$220.7K0.01%−4,349−9.1%Reduced
Wilbanks Smith & Thomas Asset Management LLC45,710$231.8K0.01%00.0%Unchanged
Commonwealth Equity Services, LLC46,032$233.0K0.00%−4,858−9.5%Reduced
Charles Schwab Investment Management Inc48,022$243.5K0.00%+36,609+320.8%Added
Ritholtz Wealth Management51,940$263.3K0.01%−1,937−3.6%Reduced
Cubist Systematic Strategies, LLC52,996$268.7K0.00%−109,700−67.4%Reduced
Old Mission Capital LLC53,411$270.8K0.01%−291,175−84.5%Reduced
Savant Capital, LLC55,383$280.8K0.00%+38,403+226.2%Added
Miller Investment Management, LP57,015$289.1K0.04%00.0%Unchanged
Kestra Advisory Services, LLC60,082$304.6K0.00%+419+0.7%Added
Wade G W & Inc61,602$312.0K0.01%+6,589+12.0%Added
Mercer Global Advisors Inc65,322$331.0K0.00%+5,488+9.2%Added
Highland Capital Management, LLC72,338$366.8K0.02%−2,392−3.2%Reduced
Bank of Montreal72,456$367.7K0.00%+4,222+6.2%Added
Ameriprise Financial Inc73,927$374.8K0.00%−5,512−6.9%Reduced
SG Americas Securities, LLC76,596$388.0K0.00%00.0%Unchanged
Eagle Asset Management Inc77,048$390.6K0.00%−2,885−3.6%Reduced
Advisor Partners II, LLC77,424$392.5K0.02%−3,459−4.3%Reduced
Virtu Financial LLC79,661$404.0K0.03%+59,648+298.0%Added
JustInvest LLC83,670$424.2K0.01%+962+1.2%Added
Cerity Partners LLC86,493$438.5K0.00%+37,401+76.2%Added
Legacy Wealth Asset Management, LLC86,867$440.4K0.15%+984+1.1%Added
Rhumbline Advisers87,362$442.9K0.00%+87,362New
Bank of New York Mellon Corp90,185$457.2K0.00%+27,721+44.4%Added
Veriti Management LLC96,174$487.6K0.05%+33,506+53.5%Added
O'Shaughnessy Asset Management, LLC100,683$510.5K0.01%−3,000−2.9%Reduced
Schechter Investment Advisors, LLC101,791$516.1K0.05%−729−0.7%Reduced
Truist Financial Corp101,862$516.4K0.00%−34,088−25.1%Reduced
Marathon Capital Management104,089$527.7K0.13%−15,000−12.6%Reduced
Signaturefd, LLC111,105$563.3K0.01%+15,290+16.0%Added
CI Private Wealth, LLC115,709$586.1K0.00%−6,870−5.6%Reduced
FMR LLC115,967$588.0K0.00%−7,919−6.4%Reduced
National Bank of Canada124,886$628.1K0.00%+3,530+2.9%Added
Crossmark Global Holdings, Inc.119,457$644.0K0.01%−2,294−1.9%Reduced
Vident Investment Advisory, LLC131,268$665.5K0.02%+30,835+30.7%Added
Mariner, LLC143,172$724.8K0.00%+19,489+15.8%Added
First Hawaiian Bank145,936$739.9K0.02%00.0%Unchanged
Hantz Financial Services, Inc.153,070$776.0K0.02%+1,701+1.1%Added
Greenleaf Trust153,878$780.2K0.01%−13,080−7.8%Reduced
Vanguard Group Inc171,398$869.0K0.00%+134,943+370.2%Added
LPL Financial LLC180,622$915.8K0.00%+15,778+9.6%Added
Jane Street Group, LLC191,702$971.9K0.00%+181,085+1,705.6%Added
HighTower Advisors, LLC193,814$978.0K0.00%+113,094+140.1%Added
Wetherby Asset Management Inc197,960$1.00M0.05%+10,608+5.7%Added
Creative Planning226,364$1.15M0.00%+62,534+38.2%Added
Ethic Inc.234,522$1.19M0.04%−5,194−2.2%Reduced
Royal Bank of Canada234,977$1.19M0.00%−1,942−0.8%Reduced
Natixis Advisors, L.P.245,229$1.24M0.00%−4,143−1.7%Reduced
Envestnet Asset Management Inc245,232$1.24M0.00%−158,611−39.3%Reduced
New York State Common Retirement Fund254,291$1.29M0.00%−18,894−6.9%Reduced
Bank of America Corp336,411$1.71M0.00%+38,995+13.1%Added
Stifel Financial Corp354,635$1.80M0.00%−125,666−26.2%Reduced
Marshall Wace, LLP354,976$1.80M0.00%+124,233+53.8%Added
US Bancorp377,845$1.92M0.00%+28,322+8.1%Added
Wells Fargo & Company460,537$2.33M0.00%−574,023−55.5%Reduced
SEI Investments Co496,620$2.52M0.00%−2340.0%Reduced
CIBC World Markets Inc.545,399$2.77M0.01%+899+0.2%Added
The PNC Financial Services Group, Inc.598,264$3.03M0.00%+3,189+0.5%Added
Northern Trust Corp752,502$3.82M0.00%+86,375+13.0%Added
Millennium Management LLC792,193$4.02M0.00%+582,862+278.4%Added
Citadel Advisors LLC902,672$4.58M0.01%+116,113+14.8%Added
American Century Companies Inc1,018,133$5.16M0.00%+42,312+4.3%Added
Summit Global Investments1,035,242$5.25M0.35%+1,000,000+2,837.5%Added
Brandes Investment Partners, LP1,318,945$6.69M0.13%−32,394−2.4%Reduced
Grace & White Inc1,695,733$8.60M1.58%−4,785−0.3%Reduced
Optiver Holding B.V.1,863,247$9.41M0.27%−982,864−34.5%Reduced
Goldman Sachs Group Inc3,415,113$17.3M0.00%−150,070−4.2%Reduced
Raymond James & Associates4,259,013$21.6M0.02%+54,498+1.3%Added
Private Management Group Inc4,414,820$22.4M0.95%−58,561−1.3%Reduced